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Which hedge funds own ASML? ASML HLDG NV, Q2 2026 13F holders

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151 tracked hedge funds disclosed a position in ASML (ASML HLDG NV) in their Q2 2026 13F filings, worth $17.9bn in total. The largest holder by portfolio weight is Watchtower Advisors, LP at 34.6% of its book. 37 opened a new position this quarter: Point Break Capital Management, LLC, Coalescence Partners Investment Management, LP, Panview Capital Ltd, Steadview Capital Management LLC. 25 exited: Avantyr Capital Partners, LP, Maytus Capital Management, LLC, FengHe Fund Management Pte. Ltd..

151
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
37
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
25
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$582m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$459m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$17.9bn
Combined value
Sum of the holders' reported positions in the security.
12.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

151 rows
Watchtower Advisors, LP Hedge fund34.6%$62.2m31,2610.0%held
Dorsey Asset Management, LLC Hedge fund16.6%$259m130,364−7.1%reduced
Square Wave Capital, LLC Hedge fund14.2%$95.1m47,800+24%added
Fremen Capital Management LP Hedge fund12.4%$14.2m7,120+15%added
Valley Forge Capital Management, LP Hedge fund10.9%$340m171,0830.0%held
Point Break Capital Management, LLC Hedge fund9.3%$8.6m4,311–new
Axon Capital LP Hedge fund8.2%$4.4m2,230+24%added
Coalescence Partners Investment Management, LP Hedge fund8.1%$27.5m13,821–new
11 Capital Partners LP Hedge fund8.0%$27.4m13,755+4.7%added
Axiom Investors LLC Hedge fund7.5%$865m434,755+15%added
Panview Capital Ltd Hedge fund7.0%$39.7m19,939–new
Lone Pine Capital LLC Hedge fund6.9%$1.1bn569,174−13%reduced
Steadview Capital Management LLC Hedge fund6.5%$21.6m10,837–new
Bornite Capital Management LP Hedge fund6.3%$49.7m25,000–new
Intrepid Family Office LLC Family office5.0%$5.5m2,750−21%reduced
Crow's Nest Holdings LP Hedge fund5.0%$16.6m8,350–new
Bowie Capital Management, LLC Hedge fund5.0%$101m50,903−27%reduced
WCM Investment Management Long-only investor4.9%$2.7bn1.45m−4.9%reduced
Ashoka WhiteOak Capital Pte Ltd Hedge fund4.6%$19.7m9,904+0.4%held
Hidden Lake Asset Management LP Hedge fund4.5%$6.7m3,350–new
Dilation Capital Management LP Hedge fund4.4%$10.9m5,470−1.5%reduced
Carrhae Capital LLP Hedge fund4.2%$63.8m32,056–new
WT Asset Management Ltd Hedge fund4.1%$210m105,329−14%reduced
KP Management LLC Hedge fund4.0%$18.9m9,500−9.5%reduced
Sands Capital Long-only investor3.9%$1.1bn533,693−17%reduced
Kultura Capital Management LP Hedge fund3.8%$8.4m4,200−28%reduced
Sunstone Asset Management, LP Hedge fund3.7%$3.4m1,700–new
First Manhattan Long-only investor3.6%$1.4bn718,408−4.8%reduced
Two Creeks Capital Management, LP Hedge fund3.6%$5.0m2,526−92%reduced
Scge Management, L.P. Hedge fund3.6%$212m106,700−22%reduced
Alta Park Capital, LP Hedge fund3.6%$38.4m19,310−8.5%reduced
Ground Swell Capital, LLC Hedge fund3.6%$3.3m1,653–new
M37 Management LP Hedge fund3.5%$19.9m10,000–new
Benchstone Capital Management LP Hedge fund3.4%$27.6m13,858−39%reduced
Tensor Edge Capital, LLC Hedge fund3.3%$47.0m23,614+2.6%added
Mark Asset Management LP Hedge fund3.2%$31.2m15,697−3.0%reduced
Avanda Investment Management Pte. Ltd. Hedge fund3.1%$2.3m1,1400.0%held
Bwcp, LP Hedge fund3.0%$21.1m10,616−57%reduced
Soma Equity Partners LP Hedge fund3.0%$42.8m21,532−2.8%reduced
Albar Capital Partners LLP Hedge fund2.9%$22.3m11,212+18%added
Feynman Point Asset Management LLC Hedge fund2.9%$1.6m800–new
Nishkama Capital, LLC Hedge fund2.9%$25.7m12,915−45%reduced
English Capital Management LLC Hedge fund2.7%$5.7m2,872−2.6%reduced
Stanley Capital Management, LLC Hedge fund2.6%$19.9m10,0000.0%held
Light Street Capital Management, LLC Hedge fund2.6%$21.8m10,957+0.1%held
Night Squared LP Hedge fund2.5%$23.7m11,919–new
Talos Eurisko Asset Management LP Hedge fund2.5%$17.1m8,580−73%reduced
Melqart Asset Management (UK) Ltd Hedge fund2.4%$25.5m12,824−32%reduced
Old West Investment Management, LLC Hedge fund2.3%$21.9m11,000−12%reduced
Tenere Capital LLC Hedge fund2.3%$2.9m1,456−82%reduced